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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,085 | $111,787+248.1% | $93,681+315.3% | $145,978+166.5% |
| Participation rate | 23.8% | 74.2%-50.4pp | 68.7%-44.9pp | 80.3%-56.5pp |
| Annual return | 15.40% | 203.52%-188.1pp | 133.47%-118.1pp | 550.52%-535.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,667 | $4,918-25.4% | $4,415-17.0% | $6,690-45.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |